智驾“中国方案”双强格局：Momenta与华为NOA合计占比超80%

Core Insights - The report highlights the rapid expansion of the urban NOA (Navigation Assisted Driving) market in China, with cumulative sales reaching 3.129 million units from January to November 2025, accounting for 15.1% of passenger car insurance volume, an increase of 5.6 percentage points compared to the entire year of 2024 [1][2] Industry Overview - The urban NOA technology is becoming a core configuration in automotive intelligence, with 2025 identified as a key year for its commercialization [2] - The market is characterized by a "dual strong" pattern among third-party urban NOA suppliers, with Momenta and Huawei leading, together holding over 80% of the market share [1][2] Company Performance - Momenta's urban NOA deployment reached 414,400 units, representing 61.06% of the third-party supplier market, with partnerships covering major domestic passenger car manufacturers and 8 out of the top 10 global automakers [2] - Huawei's HI model achieved a deployment of 134,100 units, accounting for 19.76% of the third-party supplier market [2] - Domestic brands excelled in the urban NOA segment, with related model sales reaching 2.5373 million units, making up 81.1% of the total [2] Competitive Landscape - Global automotive brands such as Mercedes-Benz, BMW, Audi, Cadillac, Buick, and Toyota are accelerating their urban NOA strategies through collaborations with leading Chinese intelligent driving suppliers [2] - The report indicates that the "Chinese solution" for intelligent driving, developed by companies like Huawei and Momenta, is attracting deep cooperation from renowned automotive brands in Germany, the US, Japan, and South Korea, enhancing China's influence in the global automotive value chain [2] Technological Advancements - The report suggests that as high-level assisted driving enters a phase of large-scale implementation, key factors determining supplier market position include algorithm strength, data loop capabilities, and experience in large-scale production [3][5] - The urban NOA is driving systemic changes in the intelligent driving sector, with applications extending from highway NOA to urban environments, and a shift towards integrated system architectures [3][5] Future Outlook - The report predicts that the integration of multimodal models and end-to-end technologies, along with continuous upgrades to computing platforms, will further enhance the safety experience of urban NOA [5] - Competition in the industry is shifting from a focus on individual technical metrics to a comprehensive competition based on product experience, technological limits, and scalability, with leading companies building systematic advantages through algorithms, data loops, and large-scale production [5]